iShares U.S. Medical DevicesIHIETF
13F holders, Q1 2025 (March 31)560holders −5
44new positions
47sold out
3famous investors
$60.14avg. 13F price*
At the end of Q1 2025, 560 institutions reported holding iShares U.S. Medical Devices (IHI) in their 13F filings, down 5 from Q4 2024. 44 opened new positions and 47 sold out. The largest holders were Menora Mivtachim Holdings LTD. ($305.3M), Morgan Stanley ($167.3M) and LPL Financial LLC ($129.3M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares U.S. Medical Devices
- CUSIP
- 464288810
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 44 | $345.7M |
| Exits | 47 | $16.0M |
All 13F filers, Q4 2024 → Q1 2025: 7,560,350 shares bought and 3,644,215 shares sold, net +3,916,135 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 560 holders
| Menora Mivtachim Holdings LTD. | 1.99% | New | 5,072,050 | $305.3M |
| Morgan Stanley | 0.01% | Reduce -2.6% | 2,779,223 | $167.3M |
| LPL Financial LLC | 0.05% | Reduce -4.0% | 2,147,548 | $129.3M |
| Bank of America Corp. | 0.01% | Reduce -39.1% | 1,624,034 | $97.8M |
| UBS Group AG | 0.02% | Reduce -2.5% | 1,218,877 | $73.4M |
| Wells Fargo & Company | 0.02% | Add +4.5% | 1,136,054 | $68.4M |
| Raymond James Financial Inc. | 0.02% | Add +13.5% | 756,743 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.6% | 752,670 | $45.3M |
| Harel Insurance Investments & Financial Services Ltd. | 0.56% | Add +980.6% | 711,329 | $42.5M |
| Royal Bank of Canada | 0.01% | Reduce -1.6% | 698,962 | $42.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +46.7% | 427,152 | $25.7M |
| RiverFront Investment Group, LLC | 0.50% | Add +9.3% | 373,968 | $22.5M |
| Ameriprise Financial Inc. | 0.01% | Add +11.2% | 364,298 | $21.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.5% | 353,752 | $21.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.8% | 350,979 | $21.1M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +20.5% | 267,366 | $16.1M |
| Wharton Business Group, LLC | 0.71% | Add +1.7% | 262,205 | $15.7M |
| Cetera Investment Advisers | 0.03% | Add +4.3% | 259,602 | $15.6M |
| BNP Paribas Financial Markets | 0.01% | Reduce -27.1% | 254,061 | $15.3M |
| Osaic Holdings, Inc. | 0.03% | Reduce -4.9% | 242,883 | $14.6M |
| Kingsview Wealth Management, LLC | 0.22% | Reduce -7.7% | 190,701 | $11.5M |
| FWL Investment Management, LLC | 4.22% | Reduce -5.8% | 188,759 | $11.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.50% | Reduce -3.9% | 185,884 | $11.2M |
| Arkansas Financial Group, Inc. | 1.84% | Add +4.2% | 190,871 | $10.7M |
| Baker Avenue Asset Management, LP | 0.32% | Add +1.7% | 167,045 | $10.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.5% | 165,425 | $10.0M |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1.57% | New | 158,000 | $9.5M |
| Equitable Holdings, Inc. | 0.09% | Add +1.1% | 153,005 | $9.2M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -6.9% | 151,960 | $9.1M |
| HighTower Advisors, LLC | 0.01% | Reduce -37.7% | 147,359 | $8.9M |
| Fisher Asset Management | 0.00% | Reduce -87.2% | 147,066 | $8.9M |
| Trivium Point Advisory, LLC | 1.09% | Add +7.5% | 146,390 | $8.8M |
| Cumberland Advisors Inc. | 3.93% | Add +44.7% | 143,860 | $8.7M |
| Jones Financial Companies LLLP | 0.01% | Add +32.5% | 139,561 | $8.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +5661.3% | 136,025 | $8.2M |
| Certified Advisory Corp | 0.92% | Reduce -1.3% | 134,622 | $8.1M |
| Federation des caisses Desjardins du Quebec | 0.04% | Add +0.9% | 132,952 | $8.0M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -6.9% | 129,962 | $7.8M |
| MML Investors Services, LLC | 0.03% | Add +1.0% | 128,775 | $7.8M |
| Safeguard Investment Advisory Group, LLC | 2.05% | Reduce -1.0% | 125,540 | $7.6M |
| Alliancebernstein L.P. | 0.00% | Add +71.5% | 119,844 | $7.2M |
| Wealth Advisory Solutions, LLC | 1.91% | New | 119,737 | $7.2M |
| B. Riley Wealth Advisors, Inc. | 0.21% | Add +2.9% | 116,950 | $7.0M |
| Dakota Wealth Management | 0.16% | Reduce -8.6% | 110,506 | $6.7M |
| Blair William & Co. | 0.02% | Add +6.1% | 108,207 | $6.5M |
| Means Investment Co., Inc. | 0.69% | Reduce -28.8% | 107,768 | $6.5M |
| Citigroup Inc. | 0.00% | Reduce -42.4% | 107,124 | $6.4M |
| Anchor Investment Management, LLC | 0.60% | Add +0.3% | 106,797 | $6.4M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.4% | 105,188 | $6.3M |
| Altfest L J & Co. Inc. | 0.79% | Add +94.4% | 104,788 | $6.3M |
| Yarbrough Capital, LLC | 0.27% | No change | 104,660 | $6.3M |
| Segment Wealth Management, LLC | 0.43% | Reduce -2.3% | 104,435 | $6.3M |
| Baird Financial Group, Inc. | 0.01% | Add +2.8% | 103,626 | $6.2M |
| LYNX Capital Group Ltd. | 3.16% | Add +25.0% | 102,090 | $6.1M |
| Stifel Financial Corp. | 0.01% | Reduce -4.0% | 101,978 | $6.1M |
| Moors & Cabot, Inc. | 0.30% | Add +0.7% | 99,138 | $6.0M |
| Citadel Advisors | 0.01% | Reduce -35.3% | 98,004 | $5.9M |
| Peapack Gladstone Financial Corp. | 0.09% | Reduce -3.1% | 97,342 | $5.9M |
| Principal Securities, Inc. | 0.12% | Add +0.7% | 92,682 | $5.4M |
| BFI Infinity Ltd. | 5.75% | New | 88,416 | $5.3M |
| Valicenti Advisory Services Inc. | 1.34% | Add +43.6% | 86,572 | $5.2M |
| Capital Analysts, LLC | 0.19% | Reduce -10.8% | 85,142 | $5.1M |
| Northeast Financial Consultants Inc | 0.22% | Reduce -20.4% | 83,890 | $5.0M |
| Fifth Third Securities, Inc. | 0.41% | Reduce -23.1% | 81,722 | $4.9M |
| Millington Financial Advisors, LLC | 3.00% | Add +12.2% | 86,367 | $4.9M |
| Mariner, LLC | 0.01% | Add +5.4% | 79,601 | $4.8M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.2% | 78,750 | $4.7M |
| Riggs Asset Managment Co. Inc. | 1.35% | Add +5.9% | 78,309 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -24.5% | 77,506 | $4.7M |
| Centaurus Financial, Inc. | 0.28% | Add +1.1% | 76,449 | $4.6M |
| Capital Asset Advisory Services LLC | 0.23% | Reduce -3.3% | 75,738 | $4.6M |
| Axxcess Wealth Management, LLC | 0.12% | Reduce -3.3% | 75,724 | $4.6M |
| Hamilton Wealth, LLC | 1.08% | Add +3.8% | 74,326 | $4.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.8% | 73,897 | $4.4M |
| J. Goldman & Co LP | 0.16% | No change | 73,338 | $4.4M |
| Dale Q Rice Investment Management Ltd | 2.23% | Reduce -1.6% | 71,592 | $4.3M |
| LM Advisors LLC | 0.77% | Reduce -4.5% | 70,962 | $4.3M |
| Lake Hills Wealth Management, LLC | 2.87% | Reduce -9.3% | 68,971 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.0% | 67,362 | $4.1M |
| Virtu Financial LLC | 0.22% | Reduce -3.1% | 65,651 | $4.0M |
| J.W. Cole Advisors, Inc. | 0.12% | Add +24.0% | 65,440 | $3.9M |
| Transcend Capital Advisors, LLC | 0.27% | Reduce -9.6% | 62,490 | $3.8M |
| CMH Wealth Management LLC | 0.93% | Reduce -1.5% | 61,829 | $3.7M |
| Cibc World Market Inc. | 0.01% | Add +9.9% | 60,628 | $3.6M |
| Tower Research Capital LLC (TRC) | 0.11% | Add +15.5% | 56,225 | $3.6M |
| Snider Financial Group | 1.18% | Reduce -15.4% | 60,172 | $3.6M |
| Charter Oak Capital Management, LLC | 0.33% | Reduce -3.3% | 59,677 | $3.6M |
| Prestige Wealth Management Group LLC | 0.76% | Add +17.3% | 59,107 | $3.6M |
| Creative Financial Designs Inc. | 0.28% | Add +1.9% | 57,942 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -6.1% | 57,475 | $3.5M |
| Susquehanna International Group, LLP | 0.01% | Reduce -7.7% | 55,644 | $3.3M |
| Geneos Wealth Management Inc. | 0.11% | No change | 55,506 | $3.3M |
| Continuum Advisory, LLC | 0.43% | Reduce -1.6% | 55,105 | $3.3M |
| Capital Fund Management S.A. | 0.04% | Reduce -16.7% | 54,646 | $3.3M |
| NORTHSTAR ASSET MANAGEMENT Co | 0.79% | Reduce -11.3% | 54,645 | $3.3M |
| Somerset Group LLC | 2.95% | Add +3.6% | 53,778 | $3.2M |
| Apollon Financial, LLC | 0.76% | Reduce -9.9% | 53,518 | $3.2M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +21.6% | 52,093 | $3.1M |
| Marshall Wace, LLP | 0.00% | New | 51,359 | $3.1M |
| Diversified Enterprises, LLC | 0.26% | Reduce -0.9% | 51,105 | $3.1M |
| Chicago Partners Investment Group LLC | 0.10% | Add +626.6% | 48,593 | $2.9M |
| Townsquare Capital LLC | 0.03% | Add +449.6% | 47,698 | $2.9M |
| Orleans Capital Management Corp. | 1.68% | Reduce -0.7% | 47,400 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -6.4% | 46,857 | $2.8M |
| Madden Advisory Services, Inc. | 1.28% | Reduce -1.1% | 45,547 | $2.7M |
| Balefire, LLC | 0.92% | Reduce -4.2% | 44,384 | $2.7M |
| WCG Wealth Advisors LLC | 0.20% | Reduce -3.1% | 43,934 | $2.6M |
| Money Design Co.,Ltd. | 0.13% | Reduce -11.8% | 42,125 | $2.5M |
| Allworth Financial LP | 0.01% | Reduce -5.4% | 42,327 | $2.5M |
| Modern Wealth Management, LLC | 0.08% | Add +2.1% | 41,258 | $2.5M |
| Dynamic Advisor Solutions LLC | 0.08% | Add +1.0% | 40,419 | $2.4M |
| Walleye Trading LLC | 0.07% | Add +115.1% | 40,003 | $2.4M |
| Armor Investment Advisors, LLC | 0.99% | Add +0.1% | 39,889 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Add +20.1% | 39,821 | $2.4M |
| Stratos Wealth Partners, LTD. | 0.04% | Reduce -7.0% | 38,134 | $2.3M |
| Bank of Montreal | 0.00% | Add +26.9% | 37,479 | $2.3M |
| Koa Wealth Management, LLC | 1.81% | Reduce -7.7% | 37,151 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.06% | Add +17.2% | 36,701 | $2.2M |
| Valley Wealth Managers, Inc. | 0.16% | Add +44.6% | 35,976 | $2.2M |
| Stonebridge Financial Planning Group, LLC | 0.98% | Add +2.3% | 35,689 | $2.1M |
| Citizens Financial Group Inc. | 0.04% | Reduce -5.6% | 35,238 | $2.1M |
| Sequoia Financial Advisors, LLC | 0.02% | Reduce -6.7% | 35,025 | $2.1M |
| Flow Traders U.S. LLC | 0.09% | New | 34,705 | $2.1M |
| US Bancorp \de | 0.00% | Reduce -6.5% | 34,100 | $2.1M |
| FMR LLC | 0.00% | Add +20.2% | 33,790 | $2.0M |
| Garrison Point Advisors, LLC | 0.98% | Reduce -1.4% | 33,521 | $2.0M |
| Nwam LLC | 0.17% | Add +14.3% | 33,504 | $2.0M |
| Destination Wealth Management | 0.06% | Reduce -0.5% | 33,484 | $2.0M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -2.1% | 33,032 | $2.0M |
| Banque Cantonale Vaudoise | 0.09% | — | 32,172 | $1.9M |
| &partners | 0.02% | Reduce -7.8% | 32,524 | $1.9M |
| Ameritas Advisory Services, LLC | 0.08% | Reduce -7.2% | 31,422 | $1.9M |
| Cerity Partners LLC | 0.00% | Reduce -38.6% | 31,084 | $1.9M |
| Hazlett, Burt & Watson, Inc. | 0.83% | Reduce -0.8% | 30,512 | $1.8M |
| Creative Planning | 0.00% | Add +5.8% | 30,497 | $1.8M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.0% | 30,208 | $1.8M |
| D. E. Shaw & Co. | 0.00% | New | 29,861 | $1.8M |
| Institute for Wealth Management, LLC. | 0.23% | Add +1.8% | 29,813 | $1.8M |
| Pinnacle Associates Ltd. | 0.03% | Add +5.2% | 29,491 | $1.8M |
| Viewpoint Investment Partners Corp. | 0.95% | New | 29,302 | $1.8M |
| Ayalon Insurance Comp Ltd. | 0.56% | New | 28,799 | $1.7M |
| Stratos Wealth Advisors, LLC | 0.09% | Add +51.5% | 28,540 | $1.7M |
| Apollon Wealth Management, LLC | 0.04% | Reduce -5.3% | 26,965 | $1.6M |
| Integrated Advisors Network LLC | 0.08% | Reduce -0.6% | 26,874 | $1.6M |
| Waverly Advisors, LLC | 0.02% | Reduce -0.8% | 26,550 | $1.6M |
| Wealthedge Investment Advisors, LLC | 0.72% | Add +67.4% | 26,468 | $1.6M |
| Mgo One Seven LLC | 0.06% | Add +2.0% | 26,120 | $1.6M |
| PFG Investments, LLC | 0.10% | Reduce -8.4% | 25,925 | $1.6M |
| Sumitomo Mitsui Financial Group, Inc. | 0.03% | Add +9.9% | 25,920 | $1.6M |
| Composition Wealth, LLC | 0.03% | Reduce -7.6% | 25,751 | $1.5M |
| Cwm, LLC | 0.01% | Add +0.1% | 25,104 | $1.5M |
| Nan Shan Life Insurance Co., Ltd. | 0.04% | New | 25,000 | $1.5M |
| TPG Advisors LLC | 1.17% | Reduce -0.4% | 24,613 | $1.5M |
| IHT Wealth Management, LLC | 0.05% | Reduce -12.1% | 24,388 | $1.5M |
| Regions Financial Corp. | 0.01% | No change | 24,235 | $1.5M |
| Live Oak Private Wealth LLC | 0.24% | Reduce -16.9% | 24,151 | $1.5M |
| Montecito Bank & Trust | 0.25% | Reduce -0.6% | 23,505 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Add +8.4% | 23,035 | $1.4M |
| Variant Private Wealth, LLC | 1.47% | Reduce -0.4% | 22,706 | $1.4M |
| Pacific Sun Financial Corp | 0.77% | Add +0.7% | 22,528 | $1.4M |
| WP Advisors, LLC | 0.45% | Reduce -7.3% | 22,243 | $1.3M |
| Brick & Kyle, Associates | 0.61% | Add +0.0% | 22,385 | $1.3M |
| AAFMAA Wealth Management & Trust LLC | 0.60% | Reduce -0.1% | 21,877 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +11.8% | 21,635 | $1.3M |
| Pacific Center for Financial Services | 0.34% | Add +0.1% | 21,583 | $1.3M |
| Montis Financial, LLC | 0.38% | Reduce -18.6% | 21,241 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.09% | Reduce -0.8% | 21,000 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -9.1% | 20,626 | $1.2M |
| Bank Hapoalim BM | 0.19% | Reduce -33.0% | 20,452 | $1.2M |
| Smith, Moore & Co. | 0.11% | Reduce -5.0% | 20,426 | $1.2M |
| Eaton Financial Holdings Company, LLC | 0.51% | Reduce -31.2% | 20,369 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +3.1% | 20,092 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +3.1% | 20,092 | $1.2M |
| Meridian Investment Counsel Inc. | 0.36% | Add +3.1% | 20,038 | $1.2M |
| Parallel Advisors, LLC | 0.03% | Reduce -7.9% | 19,670 | $1.2M |
| GTS Securities LLC | 0.05% | Add +183.7% | 18,988 | $1.1M |
| Robertson Stephens Wealth Management, LLC | 0.04% | Reduce -5.8% | 18,704 | $1.1M |
| Paragon Financial Partners, Inc. | 0.88% | Add +0.0% | 18,644 | $1.1M |
| World Investment Advisors | 0.03% | Reduce -0.0% | 18,556 | $1.1M |
| Lido Advisors, LLC | 0.01% | Add +34.6% | 18,283 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.26% | No change | 18,100 | $1.1M |
| FinDec Wealth Services, Inc. | 1.07% | Reduce -55.8% | 18,029 | $1.1M |
| Brookstone Capital Management | 0.02% | Add +1.8% | 17,885 | $1.1M |
| National Bank of Canada | 0.00% | Reduce -9.1% | 17,780 | $1.1M |
| Cypress Asset Management Inc. | 0.29% | Reduce -12.8% | 17,710 | $1.1M |
| Joseph P. Lucia & Associates, LLC | 0.46% | Add +0.9% | 16,883 | $1.0M |
| Wisconsin Wealth Advisors, LLC | 1.45% | Reduce -3.5% | 16,721 | $1.0M |
| Mathes Company, Inc. | 0.41% | Add +0.4% | 16,570 | $997K |
| Ashton Thomas Private Wealth, LLC | 0.04% | Reduce -0.1% | 16,480 | $992K |
| Retirement Planning Co of New England, Inc. | 0.49% | Reduce -0.5% | 16,421 | $988K |
| IFG Advisory, LLC | 0.05% | Add +34.4% | 16,411 | $988K |
| TruWealth Advisors, LLC | 0.06% | No change | 16,222 | $976K |
| Sigma Planning Corp | 0.03% | Reduce -14.7% | 16,164 | $973K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -5.6% | 16,161 | $973K |
| Choreo, LLC | 0.02% | Reduce -1.8% | 16,130 | $971K |
| V2 Financial group LLC | 0.62% | Add +3.9% | 16,000 | $963K |
| Jane Street Group, LLC | 0.00% | New | 15,257 | $918K |
| Solutions 4 Wealth, Ltd | 1.62% | Add +0.1% | 15,243 | $917K |
| Sava Infond d.o.o. | 0.17% | Reduce -6.5% | 15,200 | $915K |
| Farther Finance Advisors, LLC | 0.02% | Add +15.6% | 15,070 | $904K |
| Triangle Securities Wealth Management | 0.23% | No change | 14,922 | $898K |
| MMBG Investment Advisors Co. | 0.10% | No change | 14,775 | $889K |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -13.5% | 14,577 | $877K |
| Sowell Financial Services LLC | 0.04% | Add +17.4% | 14,525 | $874K |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.8% | 14,306 | $861K |
| Ogorek Anthony Joseph /NY/ | 0.28% | Reduce -6.3% | 14,301 | $860K |
| Oppenheimer & Co. Inc. | 0.01% | Add +11.4% | 14,184 | $854K |
| Cornerstone Wealth Management, LLC | 0.06% | Add +40.5% | 14,104 | $849K |
| Mutual Advisors, LLC | 0.02% | Reduce -10.1% | 14,139 | $841K |
| Nicholas Investment Partners, LP | 0.10% | No change | 13,629 | $820K |
| Venture Visionary Partners LLC | 0.03% | No change | 13,625 | $820K |
| Brown Advisory Inc. | 0.00% | No change | 13,557 | $816K |
| NorthRock Partners, LLC | 0.03% | Add +17.2% | 13,115 | $789K |
| Commerce Bank | 0.01% | No change | 12,960 | $780K |
| Lanark Financial, Inc. | 0.07% | — | 12,749 | $767K |
| Y.D. More Investments Ltd | 0.07% | Reduce -12.0% | 12,684 | $763K |
| Arax Advisory Partners | 0.05% | Add +562.1% | 12,620 | $760K |
| Wealthgarden F.S. LLC | 0.73% | Add +1.2% | 12,606 | $759K |
| Spinnaker Trust | 0.05% | No change | 12,604 | $759K |
| Carnegie Investment Counsel | 0.02% | Reduce -0.2% | 13,655 | $756K |
| Harbour Investments, Inc. | 0.02% | Reduce -12.7% | 12,542 | $755K |
| RFG Advisory, LLC | 0.02% | Add +0.7% | 12,521 | $754K |
| Belpointe Asset Management LLC | 0.04% | Reduce -1.6% | 12,469 | $751K |
| Benjamin Edwards Inc. | 0.01% | Reduce -53.0% | 12,418 | $747K |
| Prosperity Consulting Group, LLC | 0.06% | Add +2.7% | 12,323 | $742K |
| Sagespring Wealth Partners, LLC | 0.02% | No change | 12,162 | $732K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +13.1% | 12,106 | $729K |
| Guerra Pan Advisors, LLC | 0.56% | Reduce -2.1% | 11,962 | $720K |
| WESPAC Advisors, LLC | 0.59% | Reduce -25.4% | 11,930 | $718K |
| FineMark National Bank & Trust | 0.03% | Add +211.0% | 11,888 | $716K |
| Kovack Advisors, Inc. | 0.08% | Add +0.0% | 11,876 | $715K |
| Wealthfront Advisers LLC | 0.00% | Add +20.3% | 11,866 | $714K |
| Sovran Advisors, LLC | 0.09% | Reduce -12.1% | 12,453 | $709K |
| International Assets Investment Management, LLC | 0.06% | Reduce -8.5% | 11,639 | $701K |
| Cornerstone Advisory, LLC | 0.08% | Add +0.0% | 11,613 | $695K |
| Watchman Group, Inc. | 0.19% | No change | 11,530 | $694K |
| Tradewinds, LLC. | 0.20% | Reduce -49.2% | 11,516 | $693K |
| LRI Investments, LLC | 0.07% | No change | 11,391 | $686K |
| RPS Advisory Solutions LLC | 0.48% | Reduce -0.3% | 11,331 | $682K |
| First Wilshire Securities Management Inc. | 0.20% | Reduce -8.1% | 11,300 | $680K |
| D.A. Davidson & Co. | 0.01% | Add +2.8% | 11,207 | $675K |
| Spire Wealth Management | 0.02% | Reduce -7.4% | 11,115 | $669K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -0.6% | 11,029 | $664K |
| Aspen Wealth Strategies, LLC | 0.43% | New | 10,863 | $654K |
| Capital Investment Advisory Services, LLC | 0.06% | Add +85.0% | 10,507 | $632K |
| Balance Wealth Partners LLC | 0.40% | — | 10,155 | $611K |
| Comerica Bank | 0.00% | Add +20.8% | 10,077 | $607K |
| Phraction Management LLC | 0.22% | No change | 10,016 | $603K |
| Schwarz Dygos Wheeler Investment Advisors LLC | 0.14% | No change | 10,014 | $603K |
| Bramshill Investments, LLC | 0.06% | New | 10,000 | $602K |
| Paragon Private Wealth Management, LLC | 0.28% | Reduce -18.8% | 9,919 | $597K |
| Vontobel Holding Ltd. | 0.00% | Reduce -20.8% | 9,516 | $573K |
| Integrated Wealth Concepts LLC | 0.01% | Add +22.4% | 9,345 | $562K |
| Wedbush Securities Inc. | 0.02% | Add +1.8% | 9,311 | $560K |
| Sage Capital Management, LLC | 0.30% | Add +0.1% | 9,295 | $559K |
| First Foundation Advisors | 0.02% | No change | 9,290 | $559K |
| Main Street Financial Solutions, LLC | 0.05% | Add +0.5% | 9,279 | $559K |
| Gallacher Capital Management LLC | 0.27% | Add +0.0% | 9,219 | $555K |
| Finivi Inc. | 0.44% | Add +3.8% | 9,108 | $548K |
| Westshore Wealth, LLC | 0.23% | No change | 9,092 | $547K |
| Merit Financial Group, LLC | 0.01% | Reduce -2.5% | 9,073 | $546K |
| Summit Financial, LLC | 0.02% | Add +2.1% | 9,045 | $544K |
| Eq LLC | 0.25% | Reduce -22.1% | 8,938 | $538K |
| Advisory Services Network, LLC | 0.01% | Add +3.7% | 8,925 | $537K |
| Park Avenue Securities LLC | 0.01% | Reduce -11.9% | 8,908 | $536K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.08% | Reduce -9.1% | 8,811 | $524K |
| MAI Capital Management | 0.00% | Reduce -1.2% | 8,592 | $517K |
| Caldwell Trust Co | 0.06% | Reduce -11.7% | 8,584 | $517K |
| Houlihan Financial Resource Group, Ltd. | 0.23% | No change | 8,520 | $513K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.3% | 8,484 | $511K |
| Riverpoint Wealth Management Holdings, LLC | 0.13% | Add +0.1% | 8,479 | $510K |
| Mascoma Wealth Management LLC | 0.13% | Reduce -5.5% | 8,442 | $508K |
| Stephens Inc. | 0.01% | Add +2.2% | 8,398 | $506K |
| Fox Hill Wealth Management | 0.30% | Add +0.3% | 8,380 | $504K |
| StoneX Group Inc. | 0.03% | Reduce -15.5% | 8,265 | $497K |
| Opes Wealth Management LLC | 0.10% | No change | 8,160 | $491K |
| PFG Advisors | 0.03% | Reduce -3.7% | 7,979 | $480K |
| Sunbelt Securities, Inc. | 0.04% | Add +2.8% | 7,860 | $473K |
| Physician Wealth Advisors, Inc. | 0.08% | Reduce -0.8% | 7,834 | $472K |
| Prospera Financial Services Inc | 0.01% | Add +65.5% | 7,728 | $465K |
| Kraft, Davis & Associates, LLC | 0.15% | Reduce -15.0% | 8,093 | $461K |
| BlackRock, Inc. | 0.00% | Reduce -14.0% | 7,649 | $460K |
| Traynor Capital Management, Inc. | 0.04% | Reduce -4.0% | 7,623 | $459K |
| M&T Bank Corp | 0.00% | Reduce -0.3% | 7,620 | $459K |
| KCM Investment Advisors LLC | 0.02% | No change | 7,566 | $455K |
| Pettyjohn, Wood & White, Inc. | 0.09% | Reduce -1.6% | 7,560 | $455K |
| Manchester Capital Management LLC | 0.06% | No change | 7,500 | $451K |
| Meridian Wealth Management, LLC | 0.02% | No change | 7,497 | $451K |
| CreativeOne Wealth, LLC | 0.01% | Add +10.1% | 7,458 | $449K |
| GPS Wealth Strategies Group, LLC | 0.06% | Reduce -1.2% | 7,443 | $448K |
| Sax Wealth Advisors, LLC | 0.03% | Add +18.9% | 7,417 | $446K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +0.0% | 7,408 | $446K |
| Circle Wealth Management, LLC | 0.01% | No change | 7,406 | $446K |
| Jacobi Capital Management LLC | 0.03% | Reduce -7.0% | 7,343 | $442K |
| Harbor Investment Advisory, LLC | 0.04% | Reduce -0.7% | 7,308 | $440K |
| Private Trust Co. NA | 0.05% | Add +1.3% | 7,283 | $438K |
| Wedmont Private Capital | 0.02% | Reduce -1.1% | 7,741 | $437K |
| Delta Asset Management LLC | 0.04% | No change | 7,200 | $433K |
| Panoramic Investment Advisors, LLC | 0.29% | Reduce -1.7% | 7,153 | $431K |
| Avior Wealth Management, LLC | 0.02% | Reduce -41.4% | 7,105 | $428K |
| Y-Intercept (Hong Kong) Ltd | 0.03% | New | 7,056 | $425K |
| AlTi Global, Inc. | 0.01% | No change | 7,020 | $423K |
| Founders Financial Securities LLC | 0.04% | Reduce -15.0% | 7,078 | $421K |
| Primoris Wealth Advisors, LLC | 0.33% | No change | 6,986 | $420K |
| PCG Wealth Advisors, LLC | 0.14% | Reduce -1.0% | 6,767 | $407K |
| KWB Wealth | 0.05% | New | 6,772 | $395K |
| Welch Group, LLC | 0.02% | No change | 6,630 | $394K |
| Signet Financial Management, LLC | 0.05% | Reduce -3.1% | 6,523 | $393K |
| Nomura Asset Management Co. Ltd. | 0.00% | New | 6,463 | $389K |
| Strategic Investment Solutions, Inc. | 0.11% | Reduce -11.4% | 6,436 | $387K |
| Gladstone Institutional Advisory LLC | 0.02% | Add +1.7% | 6,376 | $384K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -14.4% | 6,415 | $383K |
| Creekside Partners | 0.20% | No change | 6,360 | $383K |
| Thoroughbred Financial Services, LLC | 0.02% | Add +22.5% | 6,346 | $381K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -8.1% | 6,323 | $381K |
| Comprehensive Money Management Services LLC | 0.31% | Reduce -5.0% | 6,318 | $380K |
| Daymark Wealth Partners, LLC | 0.02% | Reduce -1.1% | 6,178 | $372K |
| LaSalle St. Investment Advisors, LLC | 0.09% | New | 6,068 | $365K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.5% | 6,060 | $365K |
| Biondo Investment Advisors, LLC | 0.05% | Reduce -4.7% | 6,018 | $362K |
| HFR Wealth Management, LLC | 0.09% | No change | 6,000 | $361K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Reduce -20.5% | 5,974 | $360K |
| Financial Partners Group, Inc | 0.06% | New | 5,967 | $359K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -18.3% | 5,964 | $358K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.9% | 5,915 | $356K |
| Shufro Rose & Co. LLC | 0.03% | No change | 5,900 | $355K |
| Valued Retirements, Inc. | 0.46% | Reduce -59.3% | 5,867 | $353K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -16.4% | 5,855 | $352K |
| Castleview Partners, LLC | 0.24% | Reduce -3.2% | 5,801 | $349K |
| Corient Private Wealth LP | 0.00% | Reduce -34.3% | 5,800 | $349K |
| Holistic Financial Partners | 0.17% | Reduce -6.0% | 5,793 | $349K |
| Client 1ST Advisory Group, LLC | 0.13% | No change | 5,676 | $342K |
| Cutler Investment Counsel LLC | 0.04% | Reduce -23.6% | 5,630 | $339K |
| ALM First Financial Advisors, LLC | 0.08% | No change | 5,568 | $335K |
| Verity Asset Management, Inc. | 0.13% | New | 5,492 | $331K |
| Caliber Wealth Management, LLC / KS | 0.04% | — | 5,460 | $329K |
| Good Life Advisors, LLC | 0.02% | Reduce -4.0% | 5,428 | $327K |
| Savant Capital, LLC | 0.00% | Reduce -8.5% | 5,405 | $325K |
| Money Concepts Capital Corp. | 0.02% | Reduce -6.1% | 5,349 | $322K |
| Arkadios Wealth Advisors | 0.01% | Reduce -6.6% | 5,326 | $321K |
| Cahill Financial Advisors Inc. | 0.04% | Add +0.0% | 5,296 | $319K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -8.7% | 5,294 | $319K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -0.5% | 5,184 | $312K |
| Secure Asset Management, LLC | 0.06% | Reduce -0.7% | 5,184 | $312K |
| Scotia Capital Inc. | 0.00% | Add +13.9% | 5,133 | $309K |
| Brevan Howard Capital Management LP | 0.01% | Add +21.4% | 5,103 | $307K |
| Jmac Enterprises LLC | 0.07% | Reduce -0.5% | 5,071 | $305K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -7.1% | 5,070 | $305K |
| Black Swift Group, LLC | 0.07% | Reduce -35.9% | 5,030 | $303K |
| Carrera Capital Advisors | 0.07% | Reduce -0.6% | 5,002 | $301K |
| American Institute for Advanced Investment Management, LLP | 0.23% | Add +12.6% | 4,990 | $300K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.2% | 4,949 | $298K |
| Runnymede Capital Advisors, Inc. | 0.29% | No change | 4,949 | $298K |
| Mason & Associates Inc | 0.07% | Reduce -89.6% | 4,944 | $298K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -9.0% | 4,879 | $294K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Reduce -3.7% | 4,878 | $294K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.8% | 4,876 | $294K |
| Cresset Asset Management, LLC | 0.00% | No change | 4,874 | $293K |
| Coppell Advisory Solutions LLC | 0.04% | Add +614.9% | 1,866 | $292K |
| QRG Capital Management, Inc. | 0.00% | New | 4,815 | $290K |
| Wealth Group, Ltd. | 0.19% | No change | 4,798 | $289K |
| Acropolis Investment Management, LLC | 0.02% | No change | 4,800 | $289K |
| Byrne Financial Freedom, LLC | 0.16% | Reduce -11.9% | 4,797 | $289K |
| Strategic Advisors LLC | 0.05% | Reduce -28.6% | 4,716 | $284K |
| Patten & Patten Inc. | 0.02% | Reduce -2.9% | 4,635 | $279K |
| Valmark Advisers, Inc. | 0.00% | Add +15.5% | 4,627 | $278K |
| Aspect Partners, LLC | 0.16% | Add +650.0% | 4,500 | $271K |
| Great Lakes Retirement, Inc. | 0.03% | No change | 4,424 | $266K |
| Larson Financial Group LLC | 0.01% | Add +1.5% | 4,417 | $266K |
| Bernardo Wealth Planning LLC | 0.06% | No change | 4,368 | $263K |
| SeaCrest Wealth Management, LLC | 0.03% | No change | 4,342 | $261K |
| Glen Eagle Advisors, LLC | 0.04% | Reduce -20.2% | 4,321 | $260K |
| McElhenny Sheffield Capital Management, LLC | 0.10% | Reduce -15.8% | 4,308 | $259K |
| Moloney Securities Asset Management, LLC | 0.04% | No change | 4,286 | $258K |
| Colonial Trust Co / SC | 0.04% | Add +9.1% | 4,264 | $257K |
| Advisory Alpha, LLC | 0.01% | Reduce -1.8% | 4,225 | $254K |
| Forza Wealth Management, LLC | 0.11% | Reduce -12.5% | 4,200 | $253K |
| Northwest Financial Advisors | 0.20% | No change | 4,069 | $245K |
| LaFleur & Godfrey LLC | 0.03% | Add +6.2% | 4,041 | $243K |
| Western Wealth Management, LLC | 0.02% | New | 4,001 | $241K |
| Northern Trust Corp. | 0.00% | Reduce -12.0% | 3,969 | $239K |
| Pinnacle Bancorp, Inc. | 0.08% | No change | 3,960 | $238K |
| Ring Mountain Capital, LLC | 0.18% | Reduce -4.3% | 3,945 | $237K |
| Hudock, Inc. | 0.04% | Reduce -0.3% | 3,923 | $236K |
| Fortis Capital Advisors, LLC | 0.05% | Add +11.1% | 3,861 | $232K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 3,854 | $232K |
| Sonoma Private Wealth LLC | 0.32% | Reduce -1.7% | 3,822 | $230K |
| Tyche Wealth Partners LLC | 0.05% | Reduce -10.1% | 3,775 | $227K |
| Cadent Capital Advisors, LLC | 0.09% | Add +0.1% | 3,740 | $225K |
| Prosperity Financial Group, Inc. | 0.11% | No change | 3,694 | $222K |
| LexAurum Advisors, LLC | 0.04% | Reduce -3.2% | 3,654 | $220K |
| Focus Financial Network, Inc. | 0.01% | Reduce -6.8% | 3,639 | $219K |
| Sterling Financial Planning, Inc. | 0.08% | Add +0.0% | 3,624 | $218K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -8.0% | 3,608 | $217K |
| Howard Financial Services, LTD. | 0.03% | Add +1.2% | 3,556 | $214K |
| Martin Capital Advisors, LLP | 0.15% | No change | 3,545 | $213K |
| Keystone Wealth Services, LLC | 0.06% | Reduce -6.5% | 3,525 | $212K |
| Bedel Financial Consulting, Inc. | 0.03% | No change | 3,534 | $212K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.1% | 3,513 | $211K |
| Birch Hill Investment Advisors LLC | 0.01% | New | 3,500 | $211K |
| Octavia Wealth Advisors, LLC | 0.03% | No change | 3,472 | $209K |
| Legacy Financial Group, Inc. | 0.07% | New | 3,457 | $208K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +2.9% | 3,446 | $207K |
| Marcum Wealth, LLC | 0.02% | Reduce -4.1% | 3,429 | $206K |
| SPC Financial, Inc. | 0.02% | Reduce -15.0% | 3,402 | $205K |
| Barometer Capital Management Inc. | 0.08% | New | 3,400 | $205K |
| Clearstead Trust, LLC | 0.05% | No change | 3,400 | $205K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -5.6% | 3,371 | $203K |
| Acorn Wealth Advisors, LLC | 0.08% | Reduce -3.5% | 3,353 | $202K |
| FLC Capital Advisors | 0.05% | New | 3,342 | $201K |
| Activest Wealth Management | 0.05% | Add +0.0% | 3,297 | $198K |
| GeoWealth Management, LLC | 0.01% | Reduce -8.0% | 3,257 | $196K |
| IFP Advisors, Inc | 0.01% | Reduce -35.0% | 3,229 | $194K |
| Salem Investment Counselors Inc. | 0.01% | Reduce -31.8% | 3,196 | $192K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 3,480 | $191K |
| Future Financial Wealth Managment LLC | 0.14% | No change | 3,060 | $184K |
| MGB Wealth Management, LLC | 0.07% | No change | 3,024 | $182K |
| Peterson Wealth Services | 0.06% | No change | 2,910 | $175K |
| AE Wealth Management LLC | 0.00% | Reduce -2.5% | 2,866 | $173K |
| Global Trust Asset Management, LLC | 0.10% | Add +96.5% | 2,850 | $172K |
| Biltmore Family Office, LLC | 0.03% | No change | 2,700 | $163K |
| Ameriflex Group, Inc. | 0.07% | Reduce -0.9% | 2,696 | $162K |
| Glenmede Trust Co. NA | 0.00% | No change | 2,585 | $156K |
| FAS Wealth Partners, Inc. | 0.01% | No change | 2,494 | $150K |
| First United Bank & Trust | 0.06% | Add +91.9% | 2,475 | $149K |
| Rosenberg Matthew Hamilton | 0.04% | Reduce -22.0% | 2,411 | $145K |
| Monetary Management Group Inc. | 0.04% | Add +41.2% | 2,400 | $144K |
| Bogart Wealth, LLC | 0.01% | No change | 2,146 | $129K |
| Montag A & Associates Inc. | 0.01% | No change | 2,070 | $125K |
| Blue Trust, Inc. | 0.00% | No change | 1,981 | $119K |
| Concord Wealth Partners | 0.02% | Add +0.1% | 1,931 | $116K |
| Whittier Trust Co. | 0.00% | No change | 1,806 | $109K |
| WealthShield Partners, LLC | 0.01% | Add +234.8% | 1,734 | $104K |
| Founders Capital Management | 0.07% | Add +0.1% | 1,691 | $102K |
| Barclays PLC | 0.00% | Reduce -88.8% | 1,602 | $96K |
| Register Financial Advisors LLC | 0.05% | No change | 1,585 | $95K |
| Sandy Spring Bank | 0.00% | No change | 1,453 | $87K |
| Financial Perspectives, Inc | 0.03% | No change | 1,446 | $87K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.0% | 1,428 | $86K |
| Howe & Rusling Inc. | 0.01% | Add +6.4% | 1,380 | $83K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | Reduce -32.0% | 1,333 | $80K |
| Founders Financial Alliance, LLC | 0.02% | Add +14.3% | 1,304 | $78K |
| Franklin Resources Inc. | 0.00% | No change | 1,220 | $73K |
| Russell Investments Group, Ltd. | 0.00% | Add +4.2% | 1,126 | $68K |
| Catherine Avery Investment Management LLC | 0.06% | No change | 1,112 | $67K |
| Optimum Investment Advisors | 0.03% | No change | 1,068 | $64K |
| Paladin Advisory Group, LLC | 0.05% | No change | 1,020 | $61K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -32.8% | 1,005 | $60K |
| Brentview Investment Management LLC | 0.03% | New | 1,000 | $60K |
| ORG Partners LLC | 0.02% | New | 989 | $59K |
| Key Financial Inc | 0.01% | Add +36.1% | 968 | $58K |
| Assetmark, Inc. | 0.00% | Reduce -5.6% | 964 | $58K |
| Golden State Wealth Management, LLC | 0.01% | No change | 940 | $57K |
| TD Private Client Wealth LLC | 0.00% | No change | 936 | $56K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 933 | $56K |
| Nalls Sherbakoff Group, LLC | 0.04% | — | 918 | $55K |
| Truvestments Capital LLC | 0.01% | No change | 900 | $54K |
| Avalon Trust Co | 0.00% | Reduce -10.0% | 900 | $54K |
| Tsfg, LLC | 0.01% | No change | 900 | $54K |
| Sound Income Strategies, LLC | 0.00% | Add +34.4% | 851 | $51K |
| Clean Yield Group | 0.02% | No change | 840 | $51K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 840 | $51K |
| Canton Hathaway, LLC | 0.01% | No change | 828 | $50K |
| Colonial Trust Advisors | 0.00% | No change | 761 | $46K |
| AllSquare Wealth Management LLC | 0.02% | No change | 696 | $42K |
| CoreCap Advisors, LLC | 0.00% | Add +0.6% | 692 | $42K |
| Millstone Evans Group, LLC | 0.03% | No change | 666 | $40K |
| Westside Investment Management, Inc. | 0.01% | Add +97.0% | 650 | $39K |
| Red Lighthouse Investment Management, LLC | 0.02% | No change | 666 | $39K |
| Hemington Wealth Management | 0.01% | No change | 659 | $39K |
| Mather Group, Llc. | 0.00% | No change | 646 | $39K |
| Clearstead Advisors, LLC | 0.00% | No change | 633 | $38K |
| Ballast Advisors LLC | 0.01% | No change | 630 | $38K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -56.5% | 610 | $37K |
| Consultiva Wealth Management, Corp. | 0.12% | New | 600 | $36K |
| Princeton Global Asset Management LLC | 0.01% | No change | 600 | $36K |
| 1 North Wealth Services LLC | 0.02% | Reduce -98.6% | 574 | $35K |
| Comprehensive Financial Planning, Inc. | 0.03% | No change | 566 | $34K |
| Columbia River Financial Group, LLC | 0.02% | New | 570 | $34K |
| Copia Wealth Management | 0.03% | No change | 564 | $34K |
| Marshall & Sterling Wealth Advisors Inc. | 0.02% | Reduce -1.1% | 560 | $34K |
| GAMMA Investing LLC | 0.00% | No change | 516 | $31K |
| Valley National Advisers Inc. | 0.01% | No change | 507 | $30K |
| Mark Sheptoff Financial Planning, LLC | 0.01% | No change | 450 | $27K |
| American National Bank & Trust | 0.00% | Reduce -40.0% | 450 | $27K |
| Country Trust Bank | 0.00% | New | 450 | $27K |
| Union Savings Bank | 0.01% | No change | 450 | $27K |
| Evelyn Partners Investment Management Services Ltd | 0.00% | No change | 420 | $25K |
| Wayfinding Financial, LLC | 0.01% | New | 426 | $25K |
| High Note Wealth, LLC | 0.01% | No change | 408 | $25K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 390 | $23K |
| Park Square Financial Group, LLC | 0.02% | No change | 375 | $23K |
| Ancora Advisors LLC | 0.00% | No change | 373 | $22K |
| N.E.W. Advisory Services LLC | 0.00% | New | 362 | $22K |
| North Star Investment Management Corp. | 0.00% | No change | 360 | $22K |
| Rothschild Investment LLC | 0.00% | No change | 356 | $21K |
| Archer Investment Corp | 0.01% | No change | 336 | $20K |
| Bokf, NA | 0.00% | No change | 333 | $20K |
| NBT Bank, N.A. | 0.00% | No change | 318 | $19K |
| HWG Holdings LP | 0.01% | New | 315 | $19K |
| Sage Mountain Advisors LLC | 0.00% | New | 295 | $18K |
| Creekmur Asset Management LLC | 0.00% | No change | 294 | $18K |
| Gen-Wealth Partners Inc | 0.01% | No change | 277 | $17K |
| MCF Advisors LLC | 0.00% | No change | 261 | $16K |
| CENTRAL TRUST Co | 0.00% | No change | 261 | $16K |
| Fifth Third Bancorp | 0.00% | Reduce -10.3% | 260 | $16K |
| Albion Financial Group | 0.00% | No change | 240 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 237 | $14K |
| Horizon Investments, LLC | 0.00% | No change | 219 | $13K |
| TruNorth Capital Management, LLC | 0.00% | No change | 208 | $13K |
| Phillips Financial Management, LLC | 0.00% | No change | 200 | $12K |
| Tucker Asset Management LLC | 0.00% | Add +2.1% | 196 | $12K |
| Cardinal Strategic Wealth Guidance | 0.00% | No change | 193 | $12K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 189 | $11K |
| Oakworth Capital, Inc. | 0.00% | New | 185 | $11K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | Reduce -96.3% | 177 | $11K |
| Flaharty Asset Management, LLC | 0.00% | New | 169 | $10K |
| Financial Freedom, LLC | 0.01% | No change | 166 | $10K |
| CIBC Private Wealth Group LLC | 0.00% | New | 180 | $10K |
| Rise Advisors, LLC | 0.00% | Add +0.7% | 154 | $9K |
| Cedar Mountain Advisors, LLC | 0.00% | Add +0.7% | 151 | $9K |
| Signaturefd, LLC | 0.00% | Add +88.3% | 145 | $9K |
| Aventura Private Wealth, LLC | 0.00% | No change | 126 | $8K |
| Eastern Bank | 0.00% | No change | 126 | $8K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 125 | $8K |
| Wolff Wiese Magana LLC | 0.00% | No change | 120 | $7K |
| Central Pacific Bank - Trust Division | 0.00% | No change | 120 | $7K |
| Christopher J. Hasenberg, Inc | 0.00% | No change | 120 | $7K |
| Bessemer Group Inc. | 0.00% | New | 114 | $7K |
| First Pacific Financial | 0.00% | Add +1816.7% | 115 | $7K |
| Morris Financial Concepts, Inc. | 0.00% | Reduce -21.6% | 109 | $7K |
| City State Bank | 0.00% | No change | 105 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 104 | $6K |
| Accredited Wealth Management, LLC | 0.01% | No change | 102 | $6K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 102 | $6K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 102 | $6K |
| Realta Investment Advisors | 0.00% | No change | 100 | $6K |
| Costello Asset Management, INC | 0.00% | No change | 100 | $6K |
| New Republic Capital, LLC | 0.00% | No change | 93 | $6K |
| Citizens National Bank Trust Department | 0.00% | New | 90 | $5K |
| St Germain D J Co. Inc. | 0.00% | Reduce -99.4% | 70 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 58 | $3K |
| Bangor Savings Bank | 0.00% | No change | 57 | $3K |
| IMG Wealth Management, Inc. | 0.00% | No change | 55 | $3K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 55 | $3K |
| Arcadia Investment Management Corp. | 0.00% | No change | 51 | $3K |
| Smartleaf Asset Management LLC | 0.00% | No change | 50 | $3K |
| Vermillion & White Wealth Management Group, LLC | 0.00% | Reduce -22.2% | 42 | $3K |
| AlphaCore Capital LLC | 0.00% | New | 35 | $2K |
| Avion Wealth | 0.00% | No change | 38 | $2K |
| Centricity Wealth Management, LLC | 0.00% | No change | 31 | $2K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 30 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 24 | $1K |
| Signature Resources Capital Management, LLC | 0.00% | No change | 18 | $1K |
| WFA Asset Management Corp | 0.00% | No change | 18 | $1K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 3 | $1K |
| Legacy Wealth Managment, LLC | 0.00% | New | 15 | $903 |
| Bernard Wealth Management Corp. | 0.00% | No change | 12 | $723 |
| Painted Porch Advisors LLC | 0.00% | New | 6 | $368 |
| Headlands Technologies LLC | 0.00% | New | 1 | $60 |
"% of holder's portfolio" is IHI's weight in each manager's 13F, not the share of iShares U.S. Medical Devices the manager owns.